getting current month and ytd current year and prior year information on one p&l

Hello carrieg1,

You might want to pull up the comparison reports to see your current and prior years data. Here's how:

1. Click Reports at the top menu and select Company & Financial.
2. You can select:
      • Profit & Loss YTD Comparison
      • Profit & Loss Prev Year Comparison
3. Customize the report.

After that, you can already export it to Excel with lesser cut-paste process.

If you require additional help, please know that we're always here. Have a great day!